Freshsales Suite + ShareFile
Create folders in ShareFile for new contacts in Freshsales Suite
Keep your ShareFile folders organized with this Freshsales Suite to ShareFile workflow. When a new contact is added to Freshsales Suite, a folder will be automatically created in ShareFile. This ensures that all your important contact information is stored and organized efficiently, streamlining your file management process.
Keep your ShareFile folders organized with this Freshsales Suite to ShareFile workflow. When a new contact is added to Freshsales Suite, a folder will be automatically created in ShareFile. This ensures that all your important contact information is stored and organized efficiently, streamlining your file management process.
- When this happens...Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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